Offshore
Video
Aadit Sheth
RT @neatprompts: This guy literally rewires your brain to never feel lazy again
https://t.co/Jlg7EupA1m
tweet
RT @neatprompts: This guy literally rewires your brain to never feel lazy again
https://t.co/Jlg7EupA1m
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ToffCap
Readcrest Capital $EXJ is a weird pico-cap, but one where a ton of stuff is going on, ao a big realignment as a real estate company, with...
'a capital reduction, a capital increase against contributions in kind to acquire a 91% stake in Towerview Healthcare Group Ltd., a capital increase against cash contributions of up to EUR 27.5 million with the granting of statutory subscription rights, and an authorization to issue convertible bonds."
No idea what's going on, but at <eur 5m market cap this promises some interesting volatility.
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Readcrest Capital $EXJ is a weird pico-cap, but one where a ton of stuff is going on, ao a big realignment as a real estate company, with...
'a capital reduction, a capital increase against contributions in kind to acquire a 91% stake in Towerview Healthcare Group Ltd., a capital increase against cash contributions of up to EUR 27.5 million with the granting of statutory subscription rights, and an authorization to issue convertible bonds."
No idea what's going on, but at <eur 5m market cap this promises some interesting volatility.
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Offshore
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Gainify
$META’s Cash-Burn Saga
Take 1️⃣: Metaverse bet → torched $30B in 6 quarters, stock sank to $90.
Take 2️⃣: AI infrastructure → just burned $23B in Q2 ’25, with Zuck pledging $600B through 2028.
Smarter play this time? https://t.co/z3KjUDi0Is
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$META’s Cash-Burn Saga
Take 1️⃣: Metaverse bet → torched $30B in 6 quarters, stock sank to $90.
Take 2️⃣: AI infrastructure → just burned $23B in Q2 ’25, with Zuck pledging $600B through 2028.
Smarter play this time? https://t.co/z3KjUDi0Is
tweet
AkhenOsiris
$TTAN
Raised at Piper Sandler to $155 from $150 as 'Pro Product + Commercial Momentum Continues to Build'
KeyBanc: 'We Continue to Recommend Investors Build Positions In ServiceTitan', target $140
Truist: raised to $130
Canaccord: "ServiceTitan reported another strong quarter, which was attributed to both strength in usage revenue/GTV against a tough comp as well as faster growth from new customers. Tying this to the numbers, total revenue grew by 25%, platform revenue by 26%, and ServiceTitan delivered 12.1% non-GAAP operating margins, up more than 500 bps year-over-year. GTV in the quarter, which is a seasonally active period in the trades, came in at $22.9B, which was up 19% year-over-year. Total effective platform take rate on that GTV was 1.02%, which was up 6 bps year-over-year, slightly ahead of the typical annual increase we see, which suggests healthy Pro product attach momentum. Finally, CAC payback period improved again, which by our math was just under 20 months and at the best levels we’ve seen, and management noted that they expect to outperform the firm’s stated 25% incremental margin target this year, but will remain disciplined to that going forward.", target $130
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$TTAN
Raised at Piper Sandler to $155 from $150 as 'Pro Product + Commercial Momentum Continues to Build'
KeyBanc: 'We Continue to Recommend Investors Build Positions In ServiceTitan', target $140
Truist: raised to $130
Canaccord: "ServiceTitan reported another strong quarter, which was attributed to both strength in usage revenue/GTV against a tough comp as well as faster growth from new customers. Tying this to the numbers, total revenue grew by 25%, platform revenue by 26%, and ServiceTitan delivered 12.1% non-GAAP operating margins, up more than 500 bps year-over-year. GTV in the quarter, which is a seasonally active period in the trades, came in at $22.9B, which was up 19% year-over-year. Total effective platform take rate on that GTV was 1.02%, which was up 6 bps year-over-year, slightly ahead of the typical annual increase we see, which suggests healthy Pro product attach momentum. Finally, CAC payback period improved again, which by our math was just under 20 months and at the best levels we’ve seen, and management noted that they expect to outperform the firm’s stated 25% incremental margin target this year, but will remain disciplined to that going forward.", target $130
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Offshore
Photo
Aadit Sheth
RT @neatprompts: Paul Graham on doing things that don't scale https://t.co/17YQIiwgQn
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RT @neatprompts: Paul Graham on doing things that don't scale https://t.co/17YQIiwgQn
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Evan
e 🇺🇸 economy added 22,000 jobs in August below expectations of 75,000 (NFP Non-farm Payrolls)
The Unemployment Rate in the 🇺🇸 for August just came in 4.3% in line with expectations
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e 🇺🇸 economy added 22,000 jobs in August below expectations of 75,000 (NFP Non-farm Payrolls)
The Unemployment Rate in the 🇺🇸 for August just came in 4.3% in line with expectations
BREAKING
August Nonfarm Payrolls
Act.: 22K, Est.: 75K, Prev.: 79K tweet
X (formerly Twitter)
REX Shares (@REXShares) on X
BREAKING
August Nonfarm Payrolls
Act.: 22K, Est.: 75K, Prev.: 79K
August Nonfarm Payrolls
Act.: 22K, Est.: 75K, Prev.: 79K
Offshore
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Dalius - Special Sits
Interesting pitch on $FIVN from Voss Capital
Mispriced at ~2x ARR vs peers, with reaccelerating growth, cost cuts, and AI tailwinds. Narrative shift or M&A could drive ~70% upside.
Full letter👇 https://t.co/LoH41qzCw4
tweet
Interesting pitch on $FIVN from Voss Capital
Mispriced at ~2x ARR vs peers, with reaccelerating growth, cost cuts, and AI tailwinds. Narrative shift or M&A could drive ~70% upside.
Full letter👇 https://t.co/LoH41qzCw4
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Yellowbrick Investing
$FGA.PA
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$FGA.PA
This 🇫🇷 small cap continues to have strong tailwinds.
Figeac Aéro’s $FGA quarterly revenue landed a touch ahead of market expectations, with cleaqn organic and the A350 and the Leap-1B engines doing most of the heavy lifting. That mix matters. tweet
X (formerly Twitter)
Lux Opes (@LuxOpesResearch) on X
This 🇫🇷 small cap continues to have strong tailwinds.
Figeac Aéro’s $FGA quarterly revenue landed a touch ahead of market expectations, with cleaqn organic and the A350 and the Leap-1B engines doing most of the heavy lifting. That mix matters.
Figeac Aéro’s $FGA quarterly revenue landed a touch ahead of market expectations, with cleaqn organic and the A350 and the Leap-1B engines doing most of the heavy lifting. That mix matters.
Offshore
Video
Aadit Sheth
This guy literally built the ultimate cheatsheet to run open source projects
https://t.co/gMLyCgqps9
tweet
This guy literally built the ultimate cheatsheet to run open source projects
https://t.co/gMLyCgqps9
tweet
Offshore
Photo
Evan
Broadcom $AVGO just climbed over a $1.5 Trillion market cap for the FIRST TIME EVER https://t.co/8tRekB6j0n
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Broadcom $AVGO just climbed over a $1.5 Trillion market cap for the FIRST TIME EVER https://t.co/8tRekB6j0n
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